A non-judicial settlement agreement (NJSA) is a binding agreement between the interested parties with respect to any matter involving a trust. NJSAs can be helpful in interpreting imprecise trust terms, modifying trust terms, appointing or removing a trustee, ascertaining how to distribute trust assets, or resolving disputes between beneficiaries and trustees. Although most trusts and estate attorneys are familiar with NJSAs by now, they are still relatively new in terms of frequency and nuances. The faculty guide you through these nuances, including a discussion of the pros and cons of NJSAs.
Course Content
3:00pm - 3:05pm - Welcome and Introduction3:05pm - 3:20pm - Introduction to NJSAs
Patricia M. Shumaker, Esq.,
Conn Kavanaugh Rosenthal Peisch & Ford LLP, Boston
3:20pm - 3:40pm - Section 111 of the MUTC, G.L. c. 203E
Jennifer Locke, Esq.,
Goodwin Procter LLP, Washington
3:40pm - 4:00pm - Strategic Use for NJSAs
Lisa M. Cukier, Esq.,
Rubin and Rudman LLP, Boston
4:00pm - 4:20pm - Trusts and NJSAs
Jennifer L. Laucirica, Esq.,
Rubin and Rudman LLP, Boston
3:20pm - 3:40pm - Additional Examples of NJSAs
Patricia M. Shumaker, Esq.,
Conn Kavanaugh Rosenthal Peisch & Ford LLP, Boston
4:40pm - 4:55pm - Drafting Issues
Jennifer Locke, Esq.,
Goodwin Procter LLP, Washington
4:55pm - 5:00pm - 'Ask the Experts' Q&A Session and Key Takeaways
Jennifer L. Laucirica, Esq.,
Rubin and Rudman LLP, Boston
Speaker(s)
CochairsLisa M. Cukier, Esq.,
Rubin and Rudman LLP, Boston
Jennifer L. Laucirica, Esq.,
Rubin and Rudman LLP, Boston
Faculty
Jennifer Locke, Esq.,
Goodwin Procter LLP, Washington
Patricia M. Shumaker, Esq.,
Conn Kavanaugh Rosenthal Peisch & Ford LLP, Boston
